Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,936 | $124,425-80.0% | $112,040-77.7% | $137,256-81.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 19.81% | 24.72%-4.9pp | 24.52%-4.7pp | 220.34%-200.5pp |
| Employer contribution / active EE | $2,725 | $3,411-20.1% | $2,954-7.8% | $4,156-34.4% |
| Participant deferral / active EE | $5,858 | $5,718+2.4% | $5,098+14.9% | $6,407-8.6% |
| Admin fee / account holder | $2,042 | $15,207-86.6% | $12,098-83.1% | $12,270-83.4% |